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Portfolio (Quarterly) Guide ↗

Baird Financial Group, Inc.

· CIK 0001648711
13F Portfolio $64.0B AUM 3,212 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 146 New 824 Added 675 Reduced 106 Exited
Page 28 of 92  ·  1,826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 BSX BOSTON SCIENTIFIC CORP Healthcare 172,250.0 $10.8M 0.02% -99K -36.4% $62.75 -9.5%
542 BN BROOKFIELD CORP Financial Services 267,052.0 $10.8M 0.02% +3K +1.3% $40.47 +9.4%
543 CI THE CIGNA GROUP Healthcare 40,463.0 $10.8M 0.02% $266.75 +9.2%
544 FNDF SCHWAB STRATEGIC TR 219,779.0 $10.8M 0.02% +86K +64.4% $48.93 +7.4%
545 NOC NORTHROP GRUMMAN CORP Industrials 15,726.0 $10.7M 0.02% +731.0 +4.9% $682.22 -19.4%
546 ENB ENBRIDGE INC Energy 197,101.0 $10.7M 0.02% -13K -6.1% $54.14 +4.1%
547 GRID FIRST TR EXCHANGE TRADED FD 64,760.0 $10.6M 0.02% +61K +1546.2% $163.58 +13.1%
548 AOS SMITH A O CORP Industrials 158,965.0 $10.5M 0.02% +5K +3.4% $65.94 -15.2%
549 DOW DOW HLDGS INC Basic Materials 251,438.0 $10.5M 0.02% +18K +7.6% $41.65 -7.4%
550 KTOS KRATOS DEFENSE SEC SOLUTIO Industrials 148,345.0 $10.5M 0.02% +10K +7.5% $70.51 -23.1%
551 DFAS DIMENSIONAL ETF TRUST 146,454.0 $10.4M 0.02% +9K +6.6% $71.13 +5.7%
552 PPG PPG INDS INC Basic Materials 97,365.0 $10.4M 0.02% +12K +14.5% $106.88 -3.0%
553 QTEC FIRST TR EXCHANGE TRADED FD 47,729.0 $10.3M 0.02% -848.0 -1.8% $215.98 +33.5%
554 CWEN CLEARWAY ENERGY INC Utilities 262,328.0 $10.3M 0.02% -7K -2.7% $39.29 -7.6%
555 NVS NOVARTIS AG Healthcare 67,212.0 $10.3M 0.02% -1K -1.7% $152.75 -2.4%
556 IUSG ISHARES TR 65,921.0 $10.2M 0.02% -6K -8.4% $155.11 +18.4%
557 EEMV ISHARES INC 157,824.0 $10.2M 0.02% +11K +7.3% $64.73 +9.5%
558 IEUR ISHARES TR 144,320.0 $10.1M 0.02% +20K +16.2% $70.27 +5.0%
559 BKR BAKER HUGHES COMPANY Energy 165,979.0 $10.1M 0.02% +29K +21.2% $61.05 +7.2%
560 BWXT BWX TECHNOLOGIES INC Industrials 49,426.0 $10.1M 0.02% -160K -76.4% $204.49 -3.5%
Page 28 of 92  ·  1,826 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.0%
Financial Services 18.0%
Industrials 14.5%
Consumer Cyclical 11.4%
Communication Services 10.9%
Healthcare 8.8%
Utilities 4.3%
Consumer Defensive 4.0%
Energy 2.7%
Basic Materials 1.8%